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Community Bank System, Inc. 401(K) Employee Stock Ownership Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Manning & Napier Pro-Blend Conservative Term Series Class IMNCIXCU.S. All Cap5fund risk0.67%
Manning & Napier Pro-Blend Moderate Term Series Class IMNMIXCU.S. All Cap7fund risk0.81%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXC-U.S. Mid Cap - Growth20fund risk0.8%
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
T. Rowe Price Mid-Cap Value FundTRMCXC++U.S. Mid Cap - Value18fund risk0.8%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Community Bank System, Inc.CBUF++U.S. Small Cap - Value33fund risk0%
Specialty     
DFA Real Estate Securities Portfolio Institutional ClassDFREXC++U.S. Real Estate18fund risk0.18%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Bonds     
HB&T Metlife Stable Value R1CU.S. Cash / Money Market0fund risk0%
Federated Total Return Bond Fund Service SharesFTRFXB-Bond - Multi Sector3fund risk0.65%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
T. Rowe Price Inflation Protected Bond FundPRIPXC+U.S. Treasury - TIPS5fund risk0.5%
Other     
Symons Value Institutional FundSAVIX Other0fund risk1.29%
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